Zendesk Sync - Powered by Zapier

If your support team uses Zendesk and your sales or account management teams work out of BigContacts, keeping both platforms in sync can save time and reduce manual entry errors.

With Zapier, you can automate how new tickets, contacts, or updates in Zendesk are reflected in BigContacts—and vice versa.

What You’ll Need

• A BigContacts account

• An active Zendesk account

• A Zapier account (free or paid, depending on the volume and complexity of Zaps)

Zapier lets you create automated workflows, called Zaps, that move data between BigContacts and Zendesk. This helps support and customer-facing teams stay on the same page, without manually updating both platforms.

What You Can Automate

You can create Zaps that help with:

• Adding a new contact in BigContacts when a new user is added or a ticket is created in Zendesk

• Tagging or updating a contact in BigContacts when a ticket status or priority changes

• Logging customer interactions in BigContacts as notes when a Zendesk ticket is updated

• Creating a user in Zendesk when a contact is added to BigContacts with a support-related tag

Zapier lets you decide what conditions should trigger these actions—giving you full control over when and how contacts or updates sync.

How to Set It Up

Step 1: Log in to Zapier

Go to Zapier and log in or create an account.

Step 2: Start a New Zap

Click “+ Create Zap.” Give your Zap a clear name, like “Zendesk → BigContacts: New Ticket → Add Note.”

Step 3: Set Up the Trigger

Choose Zendesk as your trigger app. Common triggers include:

• New Ticket

• Updated Ticket

• New User

• New Organization

Zapier will prompt you to sign into Zendesk and authorize the connection.

Step 4: Set Up the Action

Choose BigContacts as your action app. Examples of actions include:

• Create or update a contact

• Add a note to a contact

• Assign a tag

You’ll need to sign into BigContacts when prompted and map the relevant fields (email, name, ticket info, etc.).

Step 5: Test and Turn On

After testing your Zap and confirming it works as expected, publish it to go live.

Tips and Things to Know

• One-Way at a Time: Zaps work one-way. To simulate two-way sync between Zendesk and BigContacts, create one Zap in each direction.

• Field Mapping: Be consistent with field naming—especially email addresses—to avoid duplicates.

• Permissions: Make sure the Zendesk user you connect has access to the necessary ticket and user data.

Why It Helps

Syncing BigContacts and Zendesk helps:

• Sales teams see support activity before contacting a customer

• Support teams get visibility into CRM notes and tags

• Everyone avoids duplicating work or working from outdated information

Need Help?

If you need guidance while setting up your integration or have any questions, feel free to reach out to our support team at support@bigcontacts.com.